Holos Integrated Wealth’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Holos Integrated Wealth’s Portfolio LUMN Stock Details LUMN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.69K	Hold	379	–	–	﹤0.01%	352
2026 Q2	$2.44K	Hold	379	–	–	﹤0.01%	336
2026 Q1	$2.58K	Hold	379	–	–	﹤0.01%	332
2025 Q4	$2.92K	Hold	379	–	–	﹤0.01%	259
2025 Q3	$2.49K	Sell	379 -6	-2%	-$29	﹤0.01%	262
2025 Q2	$1.45K	Hold	385	–	–	﹤0.01%	274
2025 Q1	$1.51K	Hold	385	–	–	﹤0.01%	277
2024 Q4	$2.04K	Buy	+385	New	+$2.66K	﹤0.01%	275

Other funds holding LUMN

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Lee, Danner & Bass Nashville, Tennessee $1.71B AUM 27.42% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $640M AUM 12.53% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Holos Integrated Wealth's LUMN Position: Q3 2026 in Review

Holos Integrated Wealth held its Lumen Technologies, Inc. Common Stock (LUMN) position steady in Q3 2026 at 379 shares worth $1.69K. The position accounts for ﹤0.01% of the portfolio, ranked #352.

Holos Integrated Wealth first reported a position in LUMN in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.92K in Q4 2025. 184 funds tracked by Wall St. Rank hold LUMN as of Q3 2026.

Holos Integrated Wealth held 379 shares of Lumen Technologies, Inc. Common Stock worth $1.69K as of Q3 2026.
Holos Integrated Wealth left its Lumen Technologies, Inc. Common Stock share count unchanged in Q3 2026.
Lumen Technologies, Inc. Common Stock made up ﹤0.01% of Holos Integrated Wealth's portfolio in Q3 2026, its #352 holding.
Holos Integrated Wealth first reported a position in Lumen Technologies, Inc. Common Stock in Q4 2024 and has held it in 8 quarters since.
Holos Integrated Wealth's Lumen Technologies, Inc. Common Stock position peaked at $2.92K in Q4 2025.
184 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.